Rex understands that in wealth management there is a huge responsibility to his clients to deliver honesty and accountability. Knowing the sensitivity of his position, he takes his responsibilities seriously. As a Portfolio Manager, he works closely with the Financial Advisors in preparation and execution of account trades, daily monitoring of account balances, capital flow, execution of model changes, and preparation and posting of performance reports. He enjoys watching the value of assets change over time, expediting the moving and allocating of funds to make his clients’ money work for them. Rex is a native of Phoenix. His interest in tracking the stock market, corporate finance, and